How to convert WhatsApp Phone Number onboarding method from OBO to Embedded Signup? – Gupshup

For every phone number, a link will be generated and shared with the customer. Admin of the FBM must follow the below steps to complete the conversion -

Step 1: Open the Link and Log In 🔗

Action: Click on the link you received.
Login: Use your Facebook Business Manager account to log in or continue.
Tips
Make sure you're logged into the correct account associated with your business. The client with admin rights should complete the embedded sign-up process.
During the sign-up, select the same BM ID and WABA ID used to create the OBO WABA, which needs to be changed.
Complete the entire signup flow - No OTP verification step will be asked in this case.

Step 2: Connect to Messaging Solution Provider 🤝

Action: Connect your account to the Messaging Solution Provider.
Permissions: You'll need to share account and billing permissions with the provider

Step 3: Fill in Your Business Information 📝

Action: Enter your business information as prompted.
Details: Complete all fields accurately to add your phone number.
Note: Your audience will not see this information on your WhatsApp profile.

Step 4: Review and Confirm Requests ✅

Action: Review requests mentioned
Options: If you agree with the requests, confirm them; if not, click ignore and proceed with onboarding.

Step 5: Accept Permissions

Action: Review the permissions requested
Acceptance: Accept the permissions if they align with your needs.
Tip: These permissions are necessary for a smooth migration and ongoing management.

Step 6: Complete Migration and Meta-Review 🔄

Action: Once permissions are accepted, your migration is complete

By following these steps, you'll be able to successfully migrate your apps from OBO to Embedded Signup. If you have any questions or encounter any issues, please reach out for support.

PARTNERS: For partners who have an approved joint solution ID with Gupshup as per TPP, the solution ID will automatically get passed in this process thus converting the phone number to a Joint Solution mapped